Advice and insights

This is a real-life case in 2020 where an equity release agreement has helped a couple separate in later life and for our client to retain ownership of the matrimonial home and importantly remain living in their home with no change to their standard of living.

What’s your magic number? Your five-year plan to a comfortable retirement.

Don’t lose your life savings or be persuaded to invest in high-risk schemes

Reaching those milestones starts with setting clear financial goals

What’s your magic number? Your five-year plan to a comfortable retirement.